WLCVX Mutual Fund

WLCVX Mutual Fund

NAV$26.01
See how much of WLCVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.78%
3 Months
+7.76%
6 Months
+11.12%
YTD
+13.85%
1 Year
+24.99%
3 Years (annualized)
+15.62%
5 Years (annualized)
+10.26%
10 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WLCVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Total Return Index(^RLVTR)
This Mutual Fund (YTD)
+13.85%
Peer Avg (YTD)
+11.41%
vs Peers
+2.44%

WLCVX Mutual Fund Performance

WLCVX performance across multiple time periods: 1-month 4.78%, YTD 13.85%, 1-year 24.99%, 3-year 15.62%, 5-year 10.26%, 10-year 9.94%.

WLCVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

WLCVX vs another fund shows side-by-side returns. WLCVX alternatives are available in the Mutual Fund Screener.